ConnectBooster makes it easy for us to send an email to a client that has a link, client clicks on it, logs in, and are immediately taken to a page that allows them to add a payment method.
YES. We’re in onboarding now, and this is non-negotiable.
At the moment, the only ways for a new client to enter payment details are:
Log in to the client portal – not ideal because this is a brand-new experience and will generate support calls.
Receive a current invoice and use the guest-checkout link – not good if they’re not yet ready to pay that invoice.
Take payment info by phone – not acceptable due to privacy and compliance risks.
A Welcome Email that directs clients straight to their branded payment URL to securely set up a payment method—without logging in, paying an invoice, or calling us—is absolutely required.
This needs to be implemented ASAP as part of the onboarding automation flow.
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Comments2
Phil C
Oct 8, 2025
YES. We’re in onboarding now, and this is non-negotiable.
At the moment, the only ways for a new client to enter payment details are:
Log in to the client portal – not ideal because this is a brand-new experience and will generate support calls.
Receive a current invoice and use the guest-checkout link – not good if they’re not yet ready to pay that invoice.
Take payment info by phone – not acceptable due to privacy and compliance risks.
A Welcome Email that directs clients straight to their branded payment URL to securely set up a payment method—without logging in, paying an invoice, or calling us—is absolutely required.
This needs to be implemented ASAP as part of the onboarding automation flow.
Viktoriya Varuokhina
Apr 12, 2025
Hi